13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001800379
Total reported value
$612.1M
$612.1M
245 檔
17.0%
During the Q1 2025 filing period, SkyOak Wealth, LLC (CIK: 0001800379) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $612.1M across 245 reported positions.
In Q1 2025, SkyOak Wealth, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.78% | -0.29% | +6.42% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.71% | -0.53% | +4.79% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.39% | +0.06% | -2.60% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 4.09% | -0.34% | +1.49% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.79% | +0.29% | -1.13% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.33% | +0.47% | -3.06% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.87% | +0.05% | -0.78% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.81% | +0.04% | +6.89% | |
| 9 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 2.22% | -0.11% | +10.55% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.19% | +1.00% | +14.70% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.92% | +0.47% | +34.42% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.75% | +0.05% | -3.55% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.67% | -0.16% | -8.58% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.62% | +0.46% | -1.65% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.53% | -0.22% | +27.27% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.52% | +0.14% | -11.67% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.50% | — | +0.02% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.44% | -0.03% | +2.99% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | -0.15% | +3.09% | |
| 20 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 1.43% | +0.05% | -2.67% | |
| 21 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 1.35% | +0.12% | -2.33% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | -0.19% | +3.75% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.29% | +0.05% | +1.62% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.11% | +0.28% | +8.80% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 1.09% | +0.14% | -2.58% | |
| 26 | ARKK | Ark Innovation ETF | ETF-Other | 1.03% | +0.04% | +0.50% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.08% | +4.65% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.99% | +0.12% | -1.63% | |
| 29 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.96% | -0.08% | — | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.93% | -0.23% | +16.09% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.04% | -3.00% | |
| 32 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.89% | -0.08% | +13.92% | |
| 33 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.88% | -0.17% | +10.75% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.83% | +0.05% | +1.27% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.81% | -0.02% | -2.30% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.11% | -1.96% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.01% | -5.24% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.70% | +0.11% | +12.44% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.66% | +0.01% | -3.57% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.66% | -0.02% | -14.35% | |
| 41 | AWR | American States Water Co | Stock-Utilities | 0.65% | -0.02% | -1.88% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.01% | -1.17% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | — | +0.97% | |
| 44 | FLV | American Century Focused Lar | ETF-Other | 0.64% | -0.04% | +1.77% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.62% | -0.12% | -1.31% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.60% | -0.02% | -0.45% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | +0.02% | -2.08% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | +0.07% | -8.41% | |
| 49 | UL | Unilever PLC | Stock-Consumer Staples | 0.54% | — | -1.27% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.52% | +0.02% | +1.67% |
According to official SEC Form 13F filings, SkyOak Wealth, LLC reported a total U.S. public equity portfolio value of $612.1M across 245 disclosed positions in Q1 2025.
During Q1 2025, SkyOak Wealth, LLC's top holdings by market value included JPST (5.8%)、SPYV (4.7%)、AAPL (4.4%). The largest single position, JPST, represented 5.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPST, SPYV, AAPL) accounted for 17.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPST
市值: $26.4M
In Q1 2025, SkyOak Wealth, LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.